AWM

Avior Wealth Management Portfolio holdings

AUM $2.89B
1-Year Est. Return 14.84%
This Quarter Est. Return
1 Year Est. Return
+14.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,717
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$3.43M
3
+$3.32M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.11M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.06M

Top Sells

1
+$6.2M
2
+$5.75M
3
+$3.61M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.39M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.06M

Sector Composition

1 Technology 7.11%
2 Financials 6.33%
3 Healthcare 3.7%
4 Industrials 3.23%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$52.1K ﹤0.01%
5,630
752
$52K ﹤0.01%
530
+100
753
$51.9K ﹤0.01%
+828
754
$51.8K ﹤0.01%
586
+3
755
$51.6K ﹤0.01%
1,538
-5
756
$51.6K ﹤0.01%
1,030
+12
757
$51.1K ﹤0.01%
448
-585
758
$50.5K ﹤0.01%
900
-50
759
$49.9K ﹤0.01%
975
+400
760
$49.7K ﹤0.01%
1,029
+10
761
$49.5K ﹤0.01%
847
+7
762
$49.4K ﹤0.01%
165
+1
763
$49.2K ﹤0.01%
676
764
$49.2K ﹤0.01%
297
-41
765
$48.8K ﹤0.01%
2,797
+10
766
$48.6K ﹤0.01%
848
-28
767
$48.3K ﹤0.01%
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768
$48.3K ﹤0.01%
206
+5
769
$48.2K ﹤0.01%
2,095
+8
770
$47.8K ﹤0.01%
1,154
-82
771
$47.6K ﹤0.01%
1,190
-4,918
772
$47.6K ﹤0.01%
550
773
$47.4K ﹤0.01%
351
+1
774
$47.3K ﹤0.01%
319
+59
775
$47.2K ﹤0.01%
1,500
29 30
31
32 33